PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.9M
3
+$1.11M
4
MAN icon
ManpowerGroup
MAN
+$495K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K

Top Sells

1
+$1.85M
2
+$1.49M
3
+$1.16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.03M
5
YUM icon
Yum! Brands
YUM
+$920K

Sector Composition

1 Consumer Staples 19.41%
2 Consumer Discretionary 13.04%
3 Healthcare 11.64%
4 Utilities 7.1%
5 Technology 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$67K 0.02%
1,272
277
$66K 0.02%
1,202
+533
278
$66K 0.02%
413
279
$65K 0.02%
1,523
-76
280
$65K 0.02%
1,171
+376
281
$64K 0.02%
1,947
282
$64K 0.02%
213
-11
283
$64K 0.02%
1,064
+677
284
$62K 0.02%
313
-9
285
$62K 0.02%
832
286
$62K 0.02%
1,709
+1,562
287
$62K 0.02%
1,500
288
$62K 0.02%
539
+335
289
$62K 0.02%
426
+49
290
$61K 0.02%
+478
291
$61K 0.02%
+3,922
292
$61K 0.02%
5,346
293
$60K 0.02%
340
-80
294
$60K 0.02%
1,088
-350
295
$60K 0.02%
315
296
$60K 0.02%
1,051
+20
297
$60K 0.02%
752
+230
298
$59K 0.02%
460
-4
299
$59K 0.02%
+2,354
300
$59K 0.02%
4,151
10 11
12
13 14